Reviews written by EveKaplan

116 results - showing 26 - 50  
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EveKaplanEveKaplan   September 07, 2020
10
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The best - like a monthly visit to a therapist for advisors!

EveKaplanEveKaplan   July 29, 2020
8.0
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Interesting. I think it was a bit gouache for him to bring Andy’s personal estate planning into the webinar. Would appreciate visuals that show strategies.

EveKaplanEveKaplan   July 13, 2020
10
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helpful money therapy (hand holding) during these difficult times - the repetition is very good

EveKaplanEveKaplan   June 24, 2020
10
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EveKaplanEveKaplan   April 29, 2020
10
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Craig always have something interesting and relevant to share.

EveKaplanEveKaplan   April 13, 2020
10
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Fritz is very helpful at all times.

EveKaplanEveKaplan   April 01, 2020
10
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EveKaplanEveKaplan   March 11, 2020
10
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very high level and challenging to follow all of the strategies

EveKaplanEveKaplan   February 10, 2020
10
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always excellent

EveKaplanEveKaplan   January 29, 2020
10
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EveKaplanEveKaplan   January 13, 2020
10
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He is my monthly sanity check on markets and the economy. He has performed an invaluable service to me over the past 5+ years.

EveKaplanEveKaplan   November 11, 2019
5.0
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EveKaplanEveKaplan   August 19, 2019
5.0
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great subject to tackle in 2 parts.

EveKaplanEveKaplan   August 12, 2019
5.0
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EveKaplanEveKaplan   July 08, 2019
5.0
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he is the best!

EveKaplanEveKaplan   June 26, 2019
5.0
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clear and understandable

EveKaplanEveKaplan   June 10, 2019
5.0
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EveKaplanEveKaplan   May 29, 2019
5.0
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excellent and timely (also prompting some worrying on my side)

EveKaplanEveKaplan   April 08, 2019
5.0
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always reassuringly detailed with supportive data - very helpful!

EveKaplanEveKaplan   February 27, 2019
5.0
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interesting!

EveKaplanEveKaplan   February 11, 2019
5.0
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totally wrong about DFA (as noted already) -- whomever he talked to (about being required to invest in international markets) was smoking something....

EveKaplanEveKaplan   January 30, 2019
5.0
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EveKaplanEveKaplan   December 25, 2018
5.0
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excellent timing, very reassuring!

EveKaplanEveKaplan   December 10, 2018
5.0
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excellent but the last answer (about overseas or US positions) could have been clearer. I don't think anyone on the webinar is contemplating cutting US stocks and piling into international...

EveKaplanEveKaplan   November 13, 2018
5.0
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the webinar was good but probably not particularly relevant to me - at least not for some time. I didn't realize that when I signed up.

116 results - showing 26 - 50  
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